When you configure an export, import, or another type of flow step using the form view designed for the PracticePanther connector, the following API operations are supported:
Note: You can also create a composite endpoint for this application. For more information, see Application-specific (simple) forms.
Resource | API endpoint | Export | Import |
---|---|---|---|
Accounts | List all accounts | X |
|
Get a account |
X |
||
Create a account |
X |
||
Update a account |
X |
||
Delete a account |
X |
||
Bankaccounts | List all bankaccounts | X |
|
Get a bankaccount |
X |
||
Create a bankaccount |
X |
||
Update a bankaccount |
X |
||
Delete a bankaccount |
X |
||
Calllogs | List all calllogs | X |
|
Get a calllog |
X |
||
Create a calllog |
X |
||
Update a calllog |
X |
||
Delete a calllog |
X |
||
Contacts | List all contacts | X |
|
Get a contact |
X |
||
Customfields | List all customfields of company | X |
|
List all customfields of matter |
X |
||
List all customfields of contact |
X |
||
Get a customfield |
X |
||
Emails | List all emails | X |
|
Get a email |
X |
||
Create a email |
X |
||
Update a email |
X |
||
Delete a email |
X |
||
Events | List all events | X | |
Get a event | X | ||
Create a event | X | ||
Update a event | X | ||
Delete a event | X | ||
Expensecategories | List all expensecategories | X | |
Get a expensecategorie | X | ||
Create a expensecategorie | X | ||
Update a expensecategorie | X | ||
Delete a expensecategorie | X | ||
Expenses | List all expenses | X | |
Get a expense | X | ||
Create a expense | X | ||
Update a expense | X | ||
Delete a expense | X | ||
Invoices | List all invoices | X | |
Get a invoice | X | ||
Delete a invoice | X | ||
Items | List all items | X | |
Get a item | X | ||
Create a items | X | ||
Update a item | X | ||
Delete a item | X | ||
Matters | List all matters | X | |
Get a matter | X | ||
Create a matter | X | ||
Update a matter | X | ||
Delete a matter | X | ||
Notes | List all notes | X | |
Get a note | X | ||
Create a note | X | ||
Update a note | X | ||
Delete a note | X | ||
Payments | List all payments | X | |
Get a payment | X | ||
Delete a payment | X | ||
Relationships | List all relationships | X | |
Get a relationship | X | ||
Create a relationship | X | ||
Update a relationship | X | ||
Delete a relationship | X | ||
Tags | List of all tags currently being used for accounts | X | |
List of all tags currently being used for matters | X | ||
List of all tags currently being used for activites | X | ||
Tasks | List all tasks | X | |
Get a task | X | ||
Create a task | X | ||
Update a task | X | ||
Delete a task | X | ||
Timeentries | List all timeentries | X | |
Get a timeentrie | X | ||
Create a timeentrie | X | ||
Update a timeentrie | X | ||
Delete a timeentrie | X | ||
Users | List all users | X | |
Get a user | X | ||
Get current user | X | ||
Delete a user | X |
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